Hi,
I need to create group functionalty in SugarCRM CE.
For example :
A company have Two (2) different types of business with their Two (2) different teams (Groups). One (1) group can only access their data in SugarCRM. How can I do this?
Regards.
Hi,
I need to create group functionalty in SugarCRM CE.
For example :
A company have Two (2) different types of business with their Two (2) different teams (Groups). One (1) group can only access their data in SugarCRM. How can I do this?
Regards.
1.) admin->role management->create role: set role name and sescription, press "save"
2.) edit role configuration: set "Access" to "Enabled" and "Edit"/"Delete"/etc. to "Owner", press "save"
3.) "select user": mark all users from list which should have this role, press "select"
Stefan Ulrich Sauer
System Analyst
Devoteam Danet GmbH
Gutenbergstraße 10
D-64331 Weiterstadt
Germany
email: Stefan-Ulrich.Sauer@devoteam.com
http://www.devoteam.de
Hi,
Thanks for information. but it is for individual user level. I need this on group/team level like you can see "Team Management" in Professional version of SugarCRM. This same thing I need to implement in Community Edition of SugarCRM. If this functionalty isn't available in Community version then please tell any other 3rd party plugin/module for this purpose
Regards
You could try the 'CE Teams' add-on to the ce edition:
http://www.sugarforge.org/projects/ceteams/
(I didn't try it myself so I have no experience with it.)
Stefan Ulrich Sauer
System Analyst
Devoteam Danet GmbH
Gutenbergstraße 10
D-64331 Weiterstadt
Germany
email: Stefan-Ulrich.Sauer@devoteam.com
http://www.devoteam.de
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